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HomeMy WebLinkAbout[04c] Treasurer's ReportCI'I~f Up tiT. J[~SH 1-H Council Agenda Item ~~ MEETING DATE: April 16, 2009 AGENDA ITEM: Treasurer's Report -Requested Action: Accept the March 2009 Treasurer's Report. SUBMITTED BY: Finance BOARD/COMMISSION/COMMITTEE RECOMMENDATION: N/A PREVIOUS COUNCIL ACTION: None BACKGROUND INFORMATION: March 2009 reconciled cash/investment and budget to actual position for Council review. Totals in 2009 include 2008 accruals that will be reversed out when the final 2008 financial statements are received. BUDGET/FISCAL IMPACT: ATTACHMENTS: None March 2009 Financial Reports REQUESTED COUNCIL ACTION: Accept the March 2009 Treasurer's Report as presented. i CITY OF ST JOSEPH Council Month End Revenue Summary Current Period: March 2009 2009 March 2009 FUND FUND Descr YTD Budget 2009 Amt YTD Amt 101 General $1,542,251.00 $19,017.92 $92,870.51 105 Fire Fund $261,650.00 $28,052.79 $71,049.10 108 Cable Access Fee $9,700.00 $478.24 $2,408.39 150 Economic Development $3,000.00 $86.64 $217.85 155 TIF 1-3 Borgert (SKN) $126.00 $37.16 $71.38 156 TIF 1-4 St. Joe Development $903.00 $166.72 $319.36 157 TIF 2-1 Millstream $200.00 $35.98 $70.19 200 State Collected Sales Tax $0.00 $14,678.28 $72,538.68 205 Park Dedication $0.00 $371.51 $724.00 210 Recreation Center $0.00 $301.33 $587.88 215 Charitable Gambling $0.00 $27.34 $6,601.30 250 Revolving Loan Fund $2,300.00 $328.93 $641.74 307 2004 Equipment Certificates $0.00 $0.00 $1,767.36 318 2009A CrossoverRefunding Bonds $0.00 $3,059,371.96 $3,059,371.96 320 2007 Refunding (98/99 St Bond) $2,500.00 $2,418.20 $13,930.15 321 Joseph Street Improvement $0.00 $211.95 $1,050.56 322 City Hall Refunded, 2005 $110,000.00 $0.00 $2,107.58 323 20041mprovements/Northland $33,000.00 $524.38 $1,479.48 325 2002 Street Improvement $66,000.00 $3,915.50 $10,288.91 328 2003 Liberty Pointe Street Imp $0.00 $0.00 $1,157.79 329 2003 Maintenance Facility $66,000.00 $4.75 $1,361.52 331 2003 Refunding Fire Hall $77,605.00 $9,858.20 $21,389.99 332 2003 Cross Over (93 Streets) $14,000.00 $785.55 $3,459.84 333 2005 Improve (Hill/Clover) $15,000.00 $3,774.57 $7,969.93 335 Northland Heights/Trans Con'id $55,000.00 $6,940.77 $14,670.04 337 2006 Equipment Certificate $69,000.00 $53.88 $1,385.11 338 2006 Interior St Improvements $61,000.00 $4,923.52 $11,846.95 341 2007 St Imprv-E Side/Jade/8 Av $36,000.00 $5,457.58 $13,003.73 342 2008 Equipment Certificates $0.00 $166.39 $471.44 390 Debt Service Relief $0.00 $729.45 $1,229.25 501 Water Extension $0.00 $3,221.82 $6,675.98 502 Sewer Extension $0.00 $3,809.78 $7,526.57 601 Water Fund $475,700.00 $27,762.62 $91,837.54 602 Sewer Fund $293,795.00 $24,947.31 $80,909.67 603 Refuse Collection $269,000.00 $17,082.46 $61,155.01 651 Storm Water Utility $88,700.00 $9,290.41 $29,916.12 04/09/09 1:34 PM Page 1 $3,552,430.00 $3,248,833.89 $3,694,062.86 ri ~f~ CITY OF ST JOSEPH f ~ ~ an~.~ ,, ~~ ~, ~ Council Month End Revenue -General Fund Current P®riod: March 2009 2009 March 2009 FUND FUND Descr SOURCE Descr YTD Budget 2009 Amt YTD Amt FUND 101 General 101 General Current Ad Valorem Taxes $1,179,551.00 $0.00 $22,391.57 101 General State Sales Tax $100.00 $19.95 $43.05 101 General Electric Franchise $50,000.00 $1,255.53 $17,794.72 101 General Beer $2,000.00 $0.00 $50.00 10f General Outdoor Liquor Permit $1,200.00 $2,000.00 $2,000.00 101 General Gambling Permits $200.00 $25.00 $50.00 101 General Excavation Permit $500.00 $50.00 $50.00 101 General Cable Franchise Fee $21,700.00 $0.00 $5,841.31 101 General Building Permits $122,000.00 $1,759.80 $2,894.93 101 General Animal License $2,500.00 $1,030.00 $1,120.00 101 General Rental Housing Registration $17,000.00 $75.00 $75.00 101 General Federal Grants -Other $2,000.00 $0.00 $669.42 101 General State Municipal Funds Aid $6,200.00 $0.00 $3,090.00 101 General Zoning and Subdivision Fee $1,250.00 $600.00 $2,415.00 101 General Land Use Deposit Fee $4,000.00 $750.00 $750.00 101 General Sale of Maps and Publications $100.00 $15.25 $24.50 701 General Assessments Search $4,000.00 $480.00 $1,240.00 101 General Special Hearing $4,000.00 $400.00 $1,200.00 101 General Administration Reimb $15,000.00 $0.00 $8.00 101 General Weed Cutting $1,500.00 $0.00 $120.30 101 General Park Fees $5,000.00 $615.00 $2,370.00 101 General Kennel Fees $1,000.00 $106.00 $106.00 101 General County Fines $45,000.00 $4,031.17 $9,550.51 101 General Policy Fines $27,000.00 $1,325.00 $5,345.00 101 General Accident Report Fee $1,000.00 $15.00 $177.55 101 General Seized Property $1,500.00 $23.00 $23.00 101 General Special Assessments $1,500.00 $0.00 $14.22 101 General Interest Earnings $20,000.00 $3,998.19 $7,865.21 101 General Interest Charges $300.00 $33.89 $66.89 101 General Water Tower Antenna Lease $1,100.00 $202.80 $639.20 101 General Land Rental $0.00 $0.00 $1,000,00 101 General Contributions-Pule Christmas $0.00 $0.00 $2,000.00 101 General Reimbursement $4,050.00 $207.34 $1,885.13 FUND 101 General $1,542,251.00 $19,017.92 $92,870.51 FUND 105 Fire Fund 105 Fire Fund State Grants and Aids $42,000.00 $3,000.00 $3,000.00 105 Fire Fund Special Fire Service $186,650.00 $21,534.53 $45,162.50 105 Fire Fund Fire Hall Rental $3,000.00 $400.00 $1,250.00 105 Fire Fund Interest Earnings $14,000.00 $3,118.26 $6,082.25 105 Fire Fund Contributions from Private Sou $15,500.00 $0.00 $15,250.00 105 Fire Fund Reimbursement $500.00 $0.00 $304.35 FUND 105 Fire Fund $261,650.00 $28,052.79 $71,049.10 FUND 108 Cable Access Fee 108 Cable Access Fee Cable Franchise Fee $9,700.00 $478.24 $2,408.39 FUND 150 Economic Development 150 Economic Development Interest Eamings $3,000.00 $86.64 $217.85 04/09/09 1:35 PM Page 1 $1,816,601.00 $47,635.59 $166,545.85 i ~~I r~~~-'~~ CITY OF ST JOSEPH Council Month End Revenue -Enterprise Funds Current Period: March 2009 FUND FUND Descr FUND 601 Water Fund 601 Water Fund 601 Water Fund 601 Water Fund 601 Water Fund 601 Water Fund 601 Water Fund 601 Water Fund 601 Water Fund 601 Water Fund 601 Water Fund SOURCE Descr Interest Earnings Water Tower Antenna Lease Reimbursement Rate Class One Undesignated Funds Penalties and Forfeited Disc Water Meter Water Line Charge MDS Test Fee State Sales Tax FUND 601 Water Fund FUND 602 Sewer Fund 602 Sewer Fund 602 Sewer Fund 602 Sevier Fund 602 Sewer Fund 602 Sewer Fund FUND 602 Sewer Fund Sanitary Sewer Service Reimbursement Penalties and Forfeited Disc Sewer Line Charge Interest Earnings FUND 603 Refuse Collection 603 Refuse Collect State Sales Tax 603 Refuse Collect Refuse Collection Charges 603 Refuse Collect Penalties and Forfeifted Disc 603 Refuse Collect Interest Earnings FUND 603 Refuse Collection FUND 651 Storm Water Utility 651 Storm Water Penalties and Forfeifted Disc 651 Storm Water Special Assessments 651 Storm Water Interest Earnings 651 Storm Water Reimbursement 651 Storm Water Rate Class One FUND 651 Storm Water Utility 2009 March 2009 YTD Budget 2009 Amt YTD Amt $50,000.00 $3,985.79 $7,804.68 $22,000.00 $1,825.09 $5,475.27 $0.00 $0.00 $126.15 $300,000.00 $14,848.63 $52,435.64 $0.00 -$713.57 -$107.10 $500.00 $538.39 $1,556.91 $4,000.00 $0.00 $616.00 $90,000.00 $6,602.57 $21,629.05 $9,000.00 $768.42 $2,532.00 $200.00 -$92.70 -$231.06 $475,700.00 $27,762.62 $91,837.54 $206,795.00 $13,634.74 $48,332.59 $0.00 $0.00 $97.88 $2,000.00 $404.67 $1,052.59 $50,000.00 $7,427.82 $24,592.61 $35,000.00 $3,480.08 $6,834.00 $293,795.00 $24,947.31 $80,909.67 $17,000.00 -$1,863.54 -$1,528.37 $240,000.00 $16,732.35 $57,900.25 $2,000.00 $545.92 $1,529.33 $10,000.00 $1,667.73 $3,253.80 $269,000.00 $17,082.46 $61,155.01 $500.00 $168.00 $486.19 $1,200.00 $0.00 $49.34 $7,000.00 $1,662.47 $3,469.52 $0.00 $0.00 $3.63 $80,000.00 $7,459.94 $25,907.44 $88,700.00 $9,290.41 $29,916.12 04/09/09 1:35 PM Page 1 $1,127,195.00 $79,082.80 $263,818.34 i ,~..~i r~.~~... CITY OF ST JOSEPH Council Month End Expenditure Summary Current Perlod: March 2009 2009 March 2009 FUND Description YTD Budget 2009 Amt YTD Amt 101 General $2,188,821.00 $172,870.50 $530,168.84 105 Fire Fund $133,590.00 $11,270.65 $21,225.03 150 Economic Development $29,350.00 $2,496.18 $16,578.41 205 Park Dedication $0.00 $74.90 $224.70 307 2004 Equipment Certificates $0.00 $0.00 $220.26 318 2009A CrossoverRefunding Bonds $0.00 $73,075.71 $73,075.71 320 2007 Refunding (98/99 St Bond) $0.00 $0.00 $220.26 322 City Hall Refunded, 2005 $0.00 $0.00 $220.26 323 20041mprovements/Northland $0.00 $0.00 $220.26 325 2002 Street Improvement $0.00 $0.00 $220.26 328 2003 Liberty Pointe Street Imp $0.00 $0.00 $220.26 329 2003 Maintenance Facility $0.00 $0.00 $220.26 331 2003 Refunding Fire Hall $0.00 $0.00 $220.26 332 2003 Cross Over (93 Streets) $0.00 $0.00 $220.26 333 2005 Improve (Hill/Clover) $0.00 $0.00 $220.26 335 Northland Heights/Trans Corrid $0.00 $0.00 $220.26 337 2006 Equipment Certificate $0.00 $0.00 $220.27 338 2006 Interior St Improvements $0.00 $0,00 $220.26 341 2007 St Imprv-E Side/Jade/8 Av $0.00 $0.00 $220.26 342 2008 Equipment Certificates $0.00 $0.00 $220.27 435 Northland Heights/Trans Corrid $0.00 $6,944,73 $16,210.35 441 2007 Street Impr (Jade Rd/E $0.00 $149.10 $8,826.75 442 2008 Equipment Certificates $0.00 $6,304,41 $36,537.62 490 Capital Outlay $0.00 $1,575,52 $93,598.22 601 Water Fund $301,820.00 $22,370.90 $77,790.08 602 Sewer Fund $358,150.00 $26,512.55 $83,219.17 603 Refuse Collection $279,630.00 $22,005.59 $65,915.99 651 Storm Water Utility $36,325.00 $5,926.91 $15,556.66 04/09/09 1:36 PM Page 1 $3,327,686.00 $351,577.65 $1,042,231.45 rl CITY OF ST JOSEPH ...' l ~ ll~'~'rv" ~.- ~n.~ ` Council Month End Expenditure -General Fund Current Period: March 2009 2009 March 2009 Description DEPART Descr YTD Budget 2009 Amt YTD Amt FUND 101 General General Council $55,995.00 $2,343.39 $10,581.23 General Legislative Commities $10,230.00 $96.00 $237.63 General Ordinance 8 Proceedings $9,950.00 $0.00 $0.00 General Mayor $12,425.00 $581.56 $1,744.66 General Elections $2,000.00 $0.00 $600.03 General Salaries 8 Adminstrative $219,515.00 $14,258.04 $52,119.34 General Accounting $163,330.00 $12,104.71 $40,604.01 General Audit Service $25,650.00 $0.00 $10,800.00 General Assessing $19,000.00 $0.00 $0.00 General CityAttomey $28,000.00 -$493.76 -$1,576.01 General Planning and Zoning $54,270.00 $858.48 $2,169.48 General General Government $28,200.00 $1,799.59 $3,867.88 General City Offices $24,050.00 $1,472.66 $8,641.58 General Facilites and Planning $10,000.00 $0.00 $364.60 General Community Sign $0.00 $0.00 $0.00 General Cable Access $14,540.00 $1,087.26 $3,426.48 General Crime Control & Investigation $812,010.00 $60,711.21 $198,405.66 General Police Training $10,000.00 -$800.00 $4,076.40 General Communication Service $21,670.00 $527.59 $2,546.98 General Automotive Services $73,475.00 $3,797.73 $11,669.91 General Building Inspec. Admistration $121,050.00 $8,275.00 $23,842.30 General Emergency Management $2,950.00 $537.22 $648.10 General Signal Lights $400.00 $105.50 $1,028.60 General Animal Control $1,600.00 $142.03 $396.63 General Ordinance/Easement Enforcement $600.00 $0.00 $0.00 General Street Maintanence $219,365.00 $10,353.07 $37,800.04 General Ice & Snow Removal $70,385.00 $9,593.72 $52,994.37 General Engineering Fee $40,000.00 $3,469.53 -$11,295.10 General Street Lighting $50,000.00 $3,182.99 $10,513.80 General Street Cleaning $23,240.00 $0.00 $0.00 General Ball Park and Skating Rink $7,250.00 $163.19 $2,335.83 General Maint Shop $45,395.00 $3,416.10 $6,959.11 General Park Areas $240,486.00 $4,417.57 $19,356.70 General Miscellaneous $0.00 $0.00 $0.00 General Communty Support $11,100.00 $383.23 $4,821.71 General Other Financing Uses $42,010.00 $0.00 $0.00 General Fire Protection $84,800.00 $30,486.89 $30,486.89 FUND 101 General $2,554,941.00 $172,870.50 $530,168.84 FUND 108 Cable Access Fee Cable Access Fee Cable Access $0.00 $0.00 $0.00 FUND 150 Economic Development Economic Development Economic Development Authority $35,540.00 $2,496.18 $16,578.41 FUND 150 Economic Development $35,540.00 $2,496.18 $16,578.41 FUND 425 2002 Street Improvement 2002 Street Improvement Street Maintenance-Co Rd 121 $0.00 $0.00 $0.00 FUND 490 Capital Outlay Capital Outlay Elections $0.00 $0.00 $0.00 Capital Outlay Salaries 8 Adminstrative $0.00 $1,575.52 $1,575.52 Capital Outlay City Offices $0.00 $0.00 $0.00 Capital Outlay Cable Access $0.00 $0.00 $0.00 04/09/09 1:36 PM Page 1 i Description Capital Outlay Capital Outlay Capital Outlay Capital Outlay Capital Outlay Capital Outlay Capital Outlay Capital Outlay Capital Outlay Capital Outlay Capital Outlay FUND 490 Capital Outlay CITY OF ST JOSEPH Council Month End Expenditure -General Fund Current Period: March 2009 2009 March 2009 DEPART Descr YTD Budget 2009 Amt YTD Amt Crime Control & Investigation $0.00 $0.00 $0.00 Communication Service $0.00 $0.00 $0.00 Automotive Services $0.00 $0.00 $0.00 Emergency Management $0.00 $0.00 $0.00 Street Maintanence $0.00 $0.00 $1,602.00 Ice & Snow Removal $0.00 $0.00 $90,420.70 Street Lighting $0.00 .$0.00 $0.00 Ball Park and Skating Rink $0.00 $0.00 $0.00 Maint Shop $0.00 $0.00 $0.00 Park Areas $0.00 $0.00 $0.00 Other Financing Uses $0.00 $0.00 $0.00 $0.00 $1,575.52 $93,598.22 $2,590,481.00 $176,942.20 $640,345.47 04/09/09 1:36 PM Page 2 ri ,,~,/~ CITY OF ST JOSEPH ~x.~ ~J~~'~ ~ Council Month End Expenditure -Enterprise Funds Description DEPART Descr FUND 601 Water Fund Water Fund Bond Payment (P & I) Water Fund Other Financing Uses Water Fund Power and Pumping Water Fund Purification Water Fund Purification-Plant 2 Water Fund Distribution Water Fund CIP-Wellhead Protection Water Fund Storage Water Fund Wa Meter Installation Water Fund Water Maintenance Water Fund Administration and general Water Fund Depreciation Expense FUND 601 Water Fund FUND 602 Sewer Fund Sewer Fund Bond Payment (P & i) Sewer Fund Other Financing Uses Sewer Fund Sanitary Sewer Maintenanc Sewer Fund Lift Station-Baker Street Sewer Fund Lift Station-DBL Labs Area Sewer Fund Lift Station-Northland Sewer Fund Lift Station-CR 121 Sewer Fund Sewage Treatment/Main St Sewer Fund Administration and general Sewer Fund Depreciation Expense FUND 602 Sewer Fund Current Period: March 2009 2009 March 2009 YTD Budget 2009 Amt YTD Amt $545,192.00 $0.00 $660.81 $55,000.00 $0.00 $0.00 $16,700.00 $1,709.33 $2,976.09 $16,320.00 $2,648.83 $6,206.98 $46,520.00 $1,426.09 $12,504.80 $22,200.00 $429.55 $451.86 $1,000.00 $0.00 $0.00 $2,300.00 $234.71 $501.25 $0.00 $148.19 $148.19 $227,145.00 $13,106.69 $46,835.23 $0.00 $2,667.51 $7,504.87 $185,000.00 $0.00 $0.00 $1,117,377.00 $22,370.90 $77,790.08 $47,663.00 $55,000.00 $162,505.00 $5,000.00 $4,500.00 $3,800.00 $4,000.00 $170,600.00 $55,595.00 $200,000.00 FUND 603 Refuse Collection Refuse Collectio Waste Collection Refuse Collectio Other Financing Uses Refuse Collectio Administration and general FUND 603 Refuse Collection FUND 651 Storm Water Utility $708,663.00 $0.00 $220.27 $0.00 $0.00 $7,024.93 $22,434.35 $285.24 $3,892.58 $281.18 $825.03 $246.81 $686.90 $243.71 $1,172.06 $13,401.01 $38,258.55 $5,029.67 $15,729.43 $0.00 $0.00 $26,512.55 $83,219.17 $280,280.00 $21,978.00 $65,888.40 $0.00 $0.00 $0.00 $0.00 $27.59 $27.59 $280,280.00 $22,005.59 $65,915.99 Storm Water Util Other Financing Uses $44,075.00 $0.00 $0.00 Storm Water Util Administration and general $0.00 $917.34 $4,557.32 Storm Water Util Storm Water Maintenance $39,545.00 $5,009.57 $10,999.34 Storm Water Util Depreciation Expense $80,000.00 $0.00 $0.00 FUND 651 Storm Water Utility $163,620.00 $5,926.91 $15,556.66 $2,269,940.00 $76,815.95 $242,481.90 04109/09 1:38 PM Page 1 rl CITY OF ST JOSEPH Cash and Investment- Council Report Current Period: March 2009 Current FUND FUND Descr Begin Yr YTD Debit YTD Credit Balance 101 General $505,737.24 $139,626.12 $599,270.19 $46,093.17 105 Fire Fund $476,173.24 $71,812.58 $21,988.51 $525,997.31 108 Cable Access Fee $18,081.74 $2,408.39 $0.00 $20,490.13 150 Economic Development $21,974.87 $217.85 $16,578.41 $5,614.31 155 TIF 1-3 Borgert (SKN) $5,936.91 $71.38 $0.00 $6,008.29 156 TIF 1-4 St. Joe Development $26,638.18 $319.36 $0.00 $26,957.54 157 TIF 2-1 Millstream $5,747.09 $70.19 $0.00 $5,817.28 200 State Collected Sales Tax $624,429.86 $72,538.68 $0.00 $696,968.54 205 Park Dedication $59,424.72 $724.00 $224.70 $59,924.02 210 Recreation Center $48,136.81 $587.88 $0.00 $48,724.69 215 Charitable Gambling $0.00 $6,601.30 $0.00 $6,601.30 230 Lake Wobegon Trail $22.92 $0.00 $0.00 $22.92 232 City Beautification-College Av $59.11 $0.00 $0.00 $59.11 250 Revolving Loan Fund $52,547.82 $641.74 $0.00 $53,189.56 307 2004 Equipment Certificates $0.00 $1,767.36 $220.26 $1,547.10 318 2009A CrossoverRefunding Bonds $0.00 $976.61 $0.00 $976.61 318 2009A CrossoverRefunding Bonds $0.00 $5,990,590.24 $3,005,270.60 $2,985,319.64 320 2007 Refunding (98/99 St Bond) $380,307.69 $13,930.15 $220.26 $394,017.58 321 Joseph Street Improvement $33,433.39 $1,050.56 $0.00 $34,483.95 322 City Hall Refunded, 2005 $3,922.27 $2,107.58 $220.26 $5,809.59 323 20041mprovements/Northland $83,613.05 $1,479.48 $220.26 $84,872.27 325 2002 Street Improvement $623,881.81 $10,288.91 $220.26 $633,950.46 328 2003 Liberty Pointe Street Imp $303.32 $1,157.79 $220.26 $1,240.85 329 2003 Maintenance Facility $2.63 $1,361.52 $220.26 $1,143.89 331 2003 Refunding Fire Hall $137,738.87 $21,389.99 $220.26 $158,908.60 332 2003 Cross Over (93 Streets) $124,351.76 $3,459.84 $220.26 $127,591.34 333 2005 Improve (HilUClover) $602,729.24 $7,969.93 $220.26 $610,478.91 335 Northland Heights/Trans Corrid $564,379.94 $14,670.04 $220.26 $578,829.72 337 2006 Equipment Certificate $7,900.37 $1,385.11 $220.27 $9,065.21 338 2006 Interior St Improvements $785,185.12 $11,846.95 $220.26 $796,811.81 341 2007 St Imprv-E Side/Jade/8 Av $372,036.99 $13,003.73 $220.26 $384,820.46 342 2008 Equipment Certificates $9,523.23 $471.44 $220.27 $9,774.40 390 Debt Service Relief $116,642.75 $1,229.25 $0.00 $117,872.00 435 Northland Heights/Trans Corrid $548,205.56 $0.00 $16,210.35 $531,995.21 441 2007 Street Impr (Jade Rd/E $504,478.86 $7,957.89 $16,784.64 $495,652.11 490 Capital Outlay $346,461.81 $19,509.13 $113,211.47 $252,759.47 501 Water Extension $514,426.39 $6,675.98 $0.00 $521,102.37 502 Sewer Extension $608,551.30 $7,526.57 $0.00 $616,077.87 601 Water Fund $640,567.84 $96,396.64 $82,349.18 $654,615.30 602 Sewer Fund $564,840.08 $81,016.58 $83,326.08 $562,530.58 603 Refuse Collection $273,169.52 $68,305.55 $73,066.53 $268,408.54 651 Storm Water Utility $263,517.22 $29,916.64 $15,557.18 $277,876.68 $9,955,081.52 $6,713,060.93 $4,047,141.76 $12,621,000.69 04/09/09 3:04 PM Page 1